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F.L. Putnam Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

F.L. Putnam Investment Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Buy
1,562
+508
+48% +$147K 0.01% 473
2026
Q1 		$271K Sell
1,054
-722
-41% -$198K ﹤0.01% 513
2025
Q4 		$496K Sell
1,776
-12
-0.7% -$3.43K 0.01% 423
2025
Q3 		$525K Sell
1,788
-344
-16% -$99.2K 0.01% 409
2025
Q2 		$606K Buy
2,132
+6
+0.3% +$1.55K 0.01% 381
2025
Q1 		$520K Sell
2,126
-281
-12% -$73.1K 0.01% 410
2024
Q4 		$611K Sell
2,407
-6
-0.2% -$1.54K 0.01% 386
2024
Q3 		$587K Hold
2,413
– – 0.01% 405
2024
Q2 		$554K Buy
2,413
+200
+9% +$45.9K 0.01% 399
2024
Q1 		$522K Hold
2,213
– – 0.01% 340
2023
Q4 		$486K Sell
2,213
-54
-2% -$10.8K 0.01% 340
2023
Q3 		$442K Sell
2,267
-196
-8% -$40K 0.01% 355
2023
Q2 		$507K Buy
2,463
+364
+17% +$70.5K 0.01% 349
2023
Q1 		$409K Buy
2,099
+4
+0.2% +$766 0.01% 331
2022
Q4 		$377K Hold
2,095
– – 0.01% 330
2022
Q3 		$357K Sell
2,095
-35
-2% -$6.63K 0.01% 314
2022
Q2 		$374K Buy
2,130
+728
+52% +$141K 0.01% 312
2022
Q1 		$312K Sell
1,402
-285
-17% -$62.9K 0.01% 333
2021
Q4 		$430K Sell
1,687
-72
-4% -$18.1K 0.01% 304
2021
Q3 		$416K Buy
1,759
+247
+16% +$59.8K 0.01% 298
2021
Q2 		$357K Buy
+1,512
New +$339K 0.01% 322

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

F.L. Putnam Investment Management's VOT Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 48% in Q2 2026, buying an estimated $147K and bringing the position to 1,562 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #473.

F.L. Putnam Investment Management first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $611K in Q4 2024. 798 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • F.L. Putnam Investment Management held 1,562 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $478K as of Q2 2026.
  • F.L. Putnam Investment Management bought 508 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #473 holding.
  • F.L. Putnam Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • F.L. Putnam Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $611K in Q4 2024.
  • 798 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.